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Swan Lake: Risks that could disrupt consensus in 2024, part 1 (January 15, 2024)

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Manage episode 395550745 series 2841639
内容由New York Life Investments提供。所有播客内容(包括剧集、图形和播客描述)均由 New York Life Investments 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, interest rates, and the likelihood of recession. In this episode, we discuss three “black swan” risks that have the potential to disrupt investor consensus.

  continue reading

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Artwork
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Manage episode 395550745 series 2841639
内容由New York Life Investments提供。所有播客内容(包括剧集、图形和播客描述)均由 New York Life Investments 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

While the coming year is full of uncertainty, we’ve observed that much of the financial community is hugging consensus views around inflation, interest rates, and the likelihood of recession. In this episode, we discuss three “black swan” risks that have the potential to disrupt investor consensus.

  continue reading

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